CARTMEL PRIORY TRUST CIO
Financial health, per its FY2023 accounts
The accounts state that the charity holds total reserves of £2,427,386, with £281,955 in free unrestricted reserves. The trustees confirm that adequate assets are available to fulfil obligations and that the level of reserves is considered appropriate. The charity's investments decreased in value by 1.58% during the year, but the overall financial position is described as fairly favourable.
What the accounts disclose
Register events
- Received assets from another charity (25/05/2022)
Trustees
- Jacqueline Sandra Williams
- John Christopher Iveson
- Louise Catherine Thomson
- Paul Arthur Chamberlain
- Rev NICHOLAS EDWARD DEVENISH
- Wendy Ann Ellis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £103k | £84k |
| 31/12/2024 | £91k | £76k |
| 31/12/2023 | £85k | £26k |
| 31/12/2022 | £79k | £41k |
Common questions
Is CARTMEL PRIORY TRUST CIO financially healthy?
The accounts state that the charity holds total reserves of £2,427,386, with £281,955 in free unrestricted reserves. The trustees confirm that adequate assets are available to fulfil obligations and that the level of reserves is considered appropriate. The charity's investments decreased in value by 1.58% during the year, but the overall financial position is described as fairly favourable. Its FY2023 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| JEREMY ALEXANDER SETTLEMENT | 1 | £119k |